Excellence in Investing for Children’s Causes Foundation

Partnering with The Sohn Conference Foundation

About Excellence in Investing Foundation

Since inception, the Sohn San Francisco Investment Conference, organized by the Excellence in Investing Foundation, has raised over $2 million dollars to support Bay Area organizations focused on improving educational opportunities and life outcomes for underserved youth.

Organizations interested in applying to be a conference beneficiary can contact info@excellencesf.org.


Peter Lardner

Peter Lardner, President

Peter Lardner is a Managing Director and Banker in the San Francisco office of J.P. Morgan Private Bank, working closely with partners of hedge fund, private equity and venture capital firms to address their liquidity, tax, estate planning and investment needs. Pete draws upon two decades of experience helping founders launch and grow their firms, having led Goldman Sachs’s Prime Brokerage business on the West Coast. He started at Goldman in 2000 in London, where he worked in both equity and derivative sales. Prior to Goldman, he was a financial correspondent for Reuters news agency in London and Tokyo. Pete earned a B.A. from Dartmouth College and an M.B.A. from London Business School. He is a CFA® charterholder and a member of the CFA Society of San Francisco. Pete and his wife are raising their four children in Marin County.

James J. Frolik Headshot

James J. Frolik, Secretary

Jim is a partner at Shartsis Friese LLP in San Francisco and has focused throughout his career on representing investment advisers to hedge funds and other private investment funds (such as VC, PE, real estate and credit-focused funds) of all sizes. He is regularly listed in the International Who’s Who of Private Funds Lawyers, which features only the foremost practitioners, a co-author of U.S. Regulation of Hedge Funds, which was published by the American Bar Association, and is an active member of the Bay Area investment funds community. Jim received his BA and JD from the University of California at Berkeley.

Seth Blackman

Seth H. Blackman

Seth is a partner based in KPMG’s San Francisco office and serves as the Bay Area’s Asset Management Practice Leader. In his role, Seth is responsible for leading the firm’s hedge fund, venture capital, private equity, and real estate sectors in the Bay Area. Seth works with both domestic and international clients within the alternative investment sector, including fund of funds. He has extensive experience with various investment products, strategies and structures where he provides clients with key considerations and best practices. Seth is an audit partner and member of the firm’s national leadership committee contributing to the growth and development of its asset management practice.

Lindsay Costigan

Lindsay Costigan

Lindsay oversees Global Prime Finance Sales at BNP Paribas in the Western U.S. She is responsible for sourcing and maintaining financing relationships with hedge funds and asset owners. Prior to her current role, Lindsay spent time at Deutsche Bank, Bank of America Securities, and Jefferies, where she was responsible for Prime Brokerage Distribution and Capital Introductions. Lindsay began her career as an analyst at US Trust and later in hedge fund due diligence at Wells Fargo Family Wealth. Lindsay earned her BA in Economics from Occidental College and her MBA from Pepperdine University. She is a Chartered Alternative Investment Analyst (CAIA).

Alice Kennon

Alice Kennon

Alice is a Managing Director at Jefferies, where she is responsible for West Coast and Texas Prime Brokerage Sales. Alice’s client base includes hedge funds, family offices and asset managers across the two regions. Alice splits her role between sourcing new PB and Outsourced Trading opportunities and managing her existing client base. Alice began her career at Merrill Lynch in London and held various roles in Equities, Capital Introductions and then Business Consulting. She moved to San Francisco in 2014 to run West Coast PB sales at Bank of America Merrill Lynch. Alice earned a BA in Economics from Durham University and is a Chartered Alternative Investment Analyst (CAIA).

Patrick Wolff

Patrick Wolff, Founder

Patrick founded Excellence in Investing in Children’s Causes in 2010. Inspired by the Ira Sohn Conference in New York, he had three interconnected goals: to raise funds to support nonprofit organizations that improve education opportunities and life outcomes for underserved youth, to increase awareness in the financial community of the many nonprofits doing this important work in the Bay Area, and to create an annual social and investment gathering. Patrick has over twenty years of experience in business and finance. He graduated from Harvard University in 1997 with an AB in philosophy, magna cum laude and phi beta kappa. Patrick is also a chess grandmaster and played chess professionally before graduating from Harvard, and was twice US Chess Champion in 1992 and 1995.

Over $2 Million Raised

to support Bay Area organizations focused on improving educational opportunities and life outcomes for
 underserved youth.

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